Ross David Cohen
Investment adviser representative at Ritholtz Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ritholtz Wealth ManagementMay 2022 to now
- Bartlett Wealth ManagementDec 2020 to now
- Ausdal Financial Partners, Inc.Jan 2017 to Nov 2020
- Nadler Financial GroupNov 2016 to Nov 2020
- B.C. Ziegler and CompanyFeb 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ritholtz Wealth Management
$9.4BAssets managed
4,221Clients
57Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6261186
- Firm CRD
- 168652